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  5. CARLSON AND CARLSON, INCORPORATED

CARLSON AND CARLSON, INCORPORATED

Company Details

Entity Name: CARLSON AND CARLSON, INCORPORATED
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Foreign
Status: Active
Sub status: Annual report due
Date Formed: 01 Dec 1995
Business ALEI: 0526390
Annual report due: 01 Dec 2025
NAICS code: 524210 - Insurance Agencies and Brokerages
Business address: 15 WILMOT LANE, RIVERSIDE, CT, 06878, United States
Mailing address: CARLSON & CARLSON, INCORPORATED 15 WILMOT LN, RIVERSIDE, CT, United States, 06878
ZIP code: 06878
County: Fairfield
Place of Formation: NEW YORK
E-Mail: tfreeman@carlsonandcarlson.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CARLSON & CARLSON, INC. 401(K) PLAN 2023 131250632 2024-10-01 CARLSON AND CARLSON INCORPORATED 16
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2000-08-01
Business code 524210
Sponsor’s telephone number 2036377575
Plan sponsor’s address 15 WILMOT LN, RIVERSIDE, CT, 068781612

Signature of
Role Plan administrator
Date 2024-10-01
Name of individual signing DONALD FREEMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-01
Name of individual signing DONALD FREEMAN
Valid signature Filed with authorized/valid electronic signature
CARLSON & CARLSON, INC. 401(K) PLAN 2022 131250632 2023-10-12 CARLSON AND CARLSON INCORPORATED 15
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2000-08-01
Business code 524210
Sponsor’s telephone number 2036377575
Plan sponsor’s address 15 WILMOT LN, RIVERSIDE, CT, 068781612

Signature of
Role Plan administrator
Date 2023-10-12
Name of individual signing DONALD FREEMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-10-12
Name of individual signing DONALD FREEMAN
Valid signature Filed with authorized/valid electronic signature
CARLSON & CARLSON, INC. 401(K) PLAN 2021 131250632 2022-09-27 CARLSON AND CARLSON INCORPORATED 14
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2000-08-01
Business code 524210
Sponsor’s telephone number 2036377575
Plan sponsor’s address 15 WILMOT LN, RIVERSIDE, CT, 068781612

Signature of
Role Plan administrator
Date 2022-09-27
Name of individual signing DONALD FREEMAN
Valid signature Filed with authorized/valid electronic signature
CARLSON & CARLSON, INC. 401(K) PLAN 2020 131250632 2021-05-10 CARLSON AND CARLSON INCORPORATED 15
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2000-08-01
Business code 524210
Sponsor’s telephone number 2036377575
Plan sponsor’s address 15 WILMOT LN, RIVERSIDE, CT, 068781612

Signature of
Role Plan administrator
Date 2021-05-10
Name of individual signing CHRISTINE SKLENAR
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-05-10
Name of individual signing CHRISTINE SKLENAR
Valid signature Filed with authorized/valid electronic signature
CARLSON & CARLSON, INC. 401(K) PLAN 2019 131250632 2020-10-01 CARLSON AND CARLSON INCORPORATED 14
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2000-08-01
Business code 524210
Sponsor’s telephone number 2036377575
Plan sponsor’s address 15 WILMOT LN, RIVERSIDE, CT, 068781612

Signature of
Role Plan administrator
Date 2020-10-01
Name of individual signing DONALD FREEMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-10-01
Name of individual signing DONALD FREEMAN
Valid signature Filed with authorized/valid electronic signature
CARLSON & CARLSON, INC. 401(K) PLAN 2018 131250632 2019-07-25 CARLSON AND CARLSON INCORPORATED 13
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2000-08-01
Business code 524210
Sponsor’s telephone number 2036377575
Plan sponsor’s address 15 WILMOT LN, RIVERSIDE, CT, 068781612

Signature of
Role Plan administrator
Date 2019-07-25
Name of individual signing DONALD FREEMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-07-25
Name of individual signing DONALD FREEMAN
Valid signature Filed with authorized/valid electronic signature
CARLSON & CARLSON, INC. 401(K) PLAN 2017 131250632 2018-07-25 CARLSON AND CARLSON INCORPORATED 12
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2000-08-01
Business code 524210
Sponsor’s telephone number 2036377575
Plan sponsor’s address 15 WILMOT LN, RIVERSIDE, CT, 068781612

Signature of
Role Plan administrator
Date 2018-07-25
Name of individual signing DONALD FREEMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-07-02
Name of individual signing SANDRA MAHFOUZ
Valid signature Filed with authorized/valid electronic signature
CARLSON & CARLSON, INC. 401(K) PLAN 2016 131250632 2017-07-14 CARLSON AND CARLSON INCORPORATED 11
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2000-08-01
Business code 524210
Sponsor’s telephone number 2036377575
Plan sponsor’s address 15 WILMOT LN, RIVERSIDE, CT, 068781612

Signature of
Role Plan administrator
Date 2017-07-14
Name of individual signing DONALD FREEMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-07-12
Name of individual signing SANDRA MAHFOUZ
Valid signature Filed with authorized/valid electronic signature
CARLSON & CARLSON, INC. 401(K) PLAN 2015 131250632 2016-07-11 CARLSON AND CARLSON INCORPORATED 11
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2000-08-01
Business code 524210
Sponsor’s telephone number 2036377575
Plan sponsor’s address 15 WILMOT LN, RIVERSIDE, CT, 068781612

Signature of
Role Plan administrator
Date 2016-07-11
Name of individual signing SANDRA MAHFOUZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-07-11
Name of individual signing DONALD FREEMAN
Valid signature Filed with authorized/valid electronic signature
CARLSON & CARLSON, INC. 401(K) PLAN 2014 131250632 2015-06-19 CARLSON AND CARLSON INCORPORATED 10
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2000-08-01
Business code 524210
Sponsor’s telephone number 2036377575
Plan sponsor’s address 15 WILMOT LN, RIVERSIDE, CT, 068781612

Signature of
Role Plan administrator
Date 2015-06-18
Name of individual signing SANDRA MAHFOUZ
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-06-19
Name of individual signing DONALD FREEMAN
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Phone E-Mail Residence address
Donald M Freeman III Agent 15 WILMOT LANE, RIVERSIDE, CT, 06878, United States +1 203-536-3276 tfreeman@carlsonandcarlson.com 30 Dickinson Rd, Darien, CT, 06820-5331, United States

Officer

Name Role Business address Residence address
PETER E. CARLSON JR. Officer 15 WILMOT LANE, RIVERSIDE, CT, 06878, United States 9 PILOT ROCK LANE, RIVERSIDE, CT, 06878, United States
DONALD M. FREEMAN III Officer 15 WILMOT LANE, RIVERSIDE, CT, 06878, United States 30 DICKINSON ROAD, DARIEN, CT, 06820, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012293457 2024-11-17 No data Annual Report Annual Report No data
BF-0012475064 2023-12-01 No data Annual Report Annual Report No data
BF-0010387369 2022-11-18 No data Annual Report Annual Report 2022
BF-0009830402 2021-12-01 No data Annual Report Annual Report No data
0007036591 2020-12-11 No data Annual Report Annual Report 2020
0006677556 2019-11-12 No data Annual Report Annual Report 2019
0006332251 2019-01-22 No data Annual Report Annual Report 2018
0006030339 2018-01-24 No data Annual Report Annual Report 2017
0005706012 2016-11-29 No data Annual Report Annual Report 2016
0005491578 2016-02-23 No data Annual Report Annual Report 2015

Related by officers

PETER E. CARLSON JR.

FAIRFIELD BUSINESS NETWORK, INC.

Related by address

15 WILMOT LANE, RIVERSIDE, CT, 06878, United States

FAIRFIELD BUSINESS NETWORK, INC.

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website

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